Joseph Zaccardi has been an investment adviser representative at Atlas Private Wealth Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners. Joseph Zaccardi holds an MS in Finance from Drexel University LeBow College of Business and a BS in Finance from the University of Pittsburgh.
Atlas Private Wealth Advisors, LLC is a Red Bank, NJ firm with $860M under management, 1,223 clients and 14 advisers across 13 offices, as of its July 2026 filing.
Joseph Zaccardi is an Investment Strategist at Atlas Private Wealth Advisors. He specializes in building portfolios and selecting investments to help clients pursue their financial goals. He previously served as a Senior Consultant, Investment Products at Osaic Wealth and, before that, as a Director and Wealth Advisor at Cresset Asset Management. Earlier he was a research analyst and portfolio manager for multi-family offices and registered investment advisors.
Joseph Zaccardi’s longest registration is the current one, 1 year at LPL Financial LLC since 2025. Before joining Atlas Private Wealth Advisors in 2025, Joseph Zaccardi was registered through Cresset Asset Management, LLC and Berman Capital Advisors, LLC.
- – present · 1 yearLansdale, PA · Adviser representative · Firm CRD 283744
- LPL Financial LLCAlso current– present · 1 yearLansdale, PA · Adviser representative and broker · Firm CRD 6413
- Cresset Asset Management, LLC– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 288566
- Berman Capital Advisors, LLC– · under a yearAtlanta, GA · Adviser representative · Firm CRD 155419
Investment adviser representative registrations
Joseph Zaccardi is registered as an investment adviser representative in 2 states. Each was approved in April 2025.
- New JerseySince 3 April 2025
- PennsylvaniaSince 2 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 November 2023 |
| Series 7TO | General Securities Representative Examination | 3 October 2023 |
| SIE | Securities Industry Essentials Examination | 23 August 2023 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7384292
- Firm
- Atlas Private Wealth Advisors · CRD 283744
- Office
- Lansdale, PA
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- atlasprivatewealthadvisors.com
Where does Joseph Zaccardi work?
Joseph Zaccardi is an investment adviser representative registered through Atlas Private Wealth Advisors, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Zaccardi a financial advisor?
Yes. Joseph Zaccardi has a current investment-adviser registration in New Jersey and Pennsylvania, through Atlas Private Wealth Advisors since April 2025.
How many years of experience does Joseph Zaccardi have?
Joseph Zaccardi has 4 years in the financial industry, since February 2022, across 4 adviser firms.
What exams has Joseph Zaccardi passed?
Joseph Zaccardi has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in August 2023.
Where did Joseph Zaccardi work before Atlas Private Wealth Advisors?
Before Atlas Private Wealth Advisors, Joseph Zaccardi was registered through Cresset Asset Management, LLC, October 2021 to March 2023; Berman Capital Advisors, LLC, July 2021 to October 2021.
Where is Joseph Zaccardi based?
Joseph Zaccardi’s registered office is in Lansdale, PA.
Is Joseph Zaccardi registered with FINRA?
Yes. Joseph Zaccardi has a current broker registration, under CRD 7384292.
Source: FINRA BrokerCheck
How can I verify Joseph Zaccardi’s record?
Search CRD 7384292 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Zaccardi’s full registration record.
